Graco (GGG) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Graco Inc. reported revenue of $593.2 million for the quarter ended December 2025, reflecting an 8.1% increase year-over-year and a surprise of +1.39% over the Zacks Consensus Estimate of $585.09 million [1] - The company's EPS for the quarter was $0.77, up from $0.64 in the same quarter last year, although it represented a slight miss of -0.52% against the consensus estimate [1] Financial Performance Metrics - Net sales in Expansion Markets were $43.4 million, below the four-analyst average estimate of $47.21 million [4] - Net Sales for Contractors reached $265.46 million, compared to the average estimate of $271 million, marking a year-over-year increase of +7.5% [4] - Industrial net sales were reported at $284.29 million, exceeding the average estimate of $266.68 million, with a significant year-over-year change of +71.6% [4] - Operating earnings for the Industrial segment were $91.89 million, surpassing the average estimate of $88.39 million [4] - Operating earnings for Expansion Markets were $12.21 million, compared to the average estimate of $10.25 million [4] - Unallocated corporate expenses were reported at -$10.54 million, slightly better than the average estimate of -$10.88 million [4] - Contractor operating earnings were $65.02 million, below the average estimate of $71.05 million [4] Stock Performance - Graco's shares have returned +3.8% over the past month, outperforming the Zacks S&P 500 composite's +0.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]